Method and system for indicating and documenting associations, disclosures and instructions using visually identifiable description

ABSTRACT

Methods and system for a unique coding framework used to create, manage and track instructions for documentation and dissemination of instructions, indicate a particular association or activate a given process. In one example, the present disclosure relates to the online publishing of documentation to demonstrate relationships of parties and compliance with regulatory and other requirements. The present disclosure uses URL hyperlinks, badges, watermarks, icons and visual displays that are representative of a given function and that may be identified by reference of unique coding structure. The present disclosure relates to the publishing and display of relevant visual codes or images for viewing by members of the public, (human readable) as well as machines. The present disclosure enables the tracking and measurement of uses of coded representations in public or private channels. Structured hyperlink codes allow brief messages to be sent in shortened form to instruct or deliver messages or processes.

CROSS-REFERENCE TO RELATED APPLICATIONS

This application is a continuation of, claims priority to and thebenefit of U.S. patent application Ser. No. 16/549,344, filed on 23 Aug.2019, now U.S. patent Ser. No. 11/017,407, issued on 25 May 2021, whichis a continuation of, claims priority to and the benefit of U.S. patentapplication Ser. No. 15/675,884, filed on 14 Aug. 2017, now U.S. Pat.No. 10,395,255, issued on 27 Aug. 2019, which is a continuation of,claims priority to and the benefit of U.S. patent application Ser. No.14/041,710, filed on 30 Sep. 2013, now U.S. Pat. No. 9,734,504 issued on15 Aug. 2017, which is a continuation of, claims priority to and thebenefit of, U.S. patent application Ser. No. 13/273,965, filed on 14Oct. 2011, now U.S. Pat. No. 8,549,140, issued on 1 Oct. 2013, whichclaims priority to and the benefit of U.S. Provisional PatentApplication Ser. No. 61/393,357, filed on 15 Oct. 2010, the disclosuresof which are incorporated herein by reference in their entireties.

TECHNICAL FIELD

The disclosure generally relates to messaging and documentation in shortform, space-constrained environments, in particular in social networks,messaging, data networking (e.g., internet & cloud) andtelecommunications platforms. More particularly, the disclosure relatesto the creation, tracking, documentation and monitoring of disclosures,statements and instructions that are visually identifiable and follow astandardized coded framework that is prima facie identifiable and isboth human and machine readable.

BACKGROUND

Changes in communications platforms, increase in regulation and evolvingtools for individualized media have presented unique challenges forapplications operating within and across various platforms. There is apressing need for innovative solutions that adapt conventional businesspractices to emerging communications channels and devices.

Short form messaging for SMS, Microblogging and Status Updates providesa unique challenge to requirements for content, documentation orinstructions that cannot be fully contained in 140 or fewer characters.When these formats are used for marketing, promotion or uses thatrequire outside processes or additional information, it is difficult toinclude or clearly indicate the presence of required disclosures, rules,policies, fine print, user data and instructions. When these formats areused to connect user services across mobile, social, network, cloud andserver based platforms, there is a need to communicate instructions andto include clear pointers, links and indicators to additional user,privacy and disclosure information as well as to manage, document andreport on settings, actions, uses and preferences. Incorporatinginformation by reference in a standardized coded system enables users toaddress business, process and regulatory requirements in an elegant,efficient and easily understood framework.

Advertisers and their agencies conduct word of mouth and influencermarketing campaigns which leverage the power of social networks bycontacting influential members of these communities and provide themwith gifts, samples and/or payments for review and comments. There hasbeen an increase in regulation in this space and, as a result,influencers and marketers are required to clearly disclose materialconnections of these relationships. One requirement for disclosure isthat it applies to all communications, including short form microblogs.The challenge that is presented is that short form messages are by theirnature text based and short in length (140-160 characters) which makesit difficult to include a valid disclosure to indicate the nature of therelationship, as required. The present disclosure addresses thischallenge by using a coding system and/or a system of icons or badgesthat are readable and/or represent a disclosure or instruction that isprima facie human readable as a clear disclosure, and follows astructured and standardized coding framework which clearly indicates thespecific nature of the disclosure or instruction upon reading orvisually seeing the representation of the present disclosure.

Data, services, and other resources are generally identified with aresource identifier such as a uniform resource locator (URL) or otherunique identifiers. Resource identifiers can become rather large, andsometimes too large to include in certain types of data elements, suchas microblogs and SMS messaging. These limitations exist in contentlength (limit of characters), bandwidth usage (limit of throughput),processing power (limit of read/write for multiple requests or forlimited use devices) and in a need to standardize request or informationidentifiers and annotations or metadata for delivery alongside otherdesignated content. To enable access to the resource, a shortenedresource identifier can be used by the limited capability device orplatform and mapped to the full resource identifier. URL shortening is acommon practice, but URL shorteners use generic links that are not primafacie identifiable as to the nature or meaning of the content beingpresented to the reader until the link is clicked or expanded. Thepresent disclosure functions as a statement or instruction in allavailable forms, as opposed to merely and generically redirectingtraffic to a disclosure, instruction or additional information.

Marketers are required to disclose certain connections or associationsas well as terms, rules, instructions and disclosures in a manner thatis clear to a reader in short form prior to clicking on a hyperlink orperforming additional actions. The present disclosure allows for aframework of codes and references that are prima facie readable andidentifiable and can be used to indicate status of a relationship,provide additional detail, direct a user to more information, orinitiate a larger process on a related system or in the cloud.

Regulated and commercial industries require certain information to bedelivered or displayed alongside specific content. The presentdisclosure uses a framework that can be used to document, track andidentify certain statements or disclosures and can confirm thatrequirements, process or best practices were in place when displaying ordelivering certain content. The present disclosure can be used tomeasure, report and confirm compliance.

The present disclosure and framework can be used to automate thetracking and reporting of statements, disclosures or instructions andcan create an audit trail documenting the placement, associations, usersand nature of reported actions. Furthermore, the present disclosureframework can be used to verify that additional information oridentification were provided along with a given message or content.

Additionally, long form content such as policies, rules and documentscan be reduced in size and can be standardized using the framework ofthe present disclosure. Coded references can then be compared tostandards or preferences of an individual or of a designated group.Coded references may be used to visually represent the contents of thelong form content in a visual representation of the content of the longform content or of the differences between a given document and thecomparison to given preferences.

There has been a need for a centralized system to incorporate all ofthese functions into a single framework that can be applied to contentin various forms including short form messaging, microblogs, web sites,status updates, social networks, cloud computing, telecommunications andother forms of electronic messaging. The present disclosure is just sucha system.

Current methods of disclosing associations and disseminatinginstructions exist, but have significant limitations that are addressedwithin the present disclosure.

One significant limitation is that existing methods and solutions arenot products and do not follow standards that allow for simpleidentification of the specific association, scenario and user.

Moreover, existing methods lack a centralized framework and/orrepository from which to document and track users and instances. Many ofthe alternatives to the present disclosure rely upon Ad Hoc solutionssuch as hashtags, which are generic in nature and not identifiable as tosource, or are text based or visual displays that are not tied to acentralized framework that allows for use across multiple platforms andenvironments.

These limitations, along with public concern and increasing regulatoryrequirements, make it highly desirable to have methods and systems inplace to create, manage, track and monitor communications in short-formand long-form environments and across internet, mobile, network, cloudcomputing and social network environments in the manner set forth by thepresent disclosure.

SUMMARY

Embodiments of the present disclosure comprise methods and systems forcreating and managing short form messages and instructions to documentand identify specific instructions, preferences and processes. Theembodiments of the present disclosure provide a standardized frameworkfor coding and messaging preferences, affiliations and instructions.

Coding system enables clear and conspicuous disclosure, statements andinstructions in a format that is prima facie readable by both humans andmachines. A coded URL functions as a statement/disclosure/instruction onits own, in one embodiment, and links to additional content or processesvia a standardized coding framework, in another embodiment. Built on topof standard coding system, the disclosure further allows for useridentification, customization and tracking with specificity. Uniquecodes link back to user data, additional content, notes, instructionsand custom fields. User may create and track multiple codes orinstructions within unique user account.

Unique individual codes or group codes may be used for increasedtracking and monitoring capabilities. In one embodiment, a documentedaudit trail is maintained and contains administrator actions as well asuser actions. All policies, changes, preferences, reporting, documents,acceptances, instructions and emails generated are documented in atime/date stamp audit trail for each instance.

The exemplary embodiments are mentioned not to limit or define theinvention, but to provide examples of embodiments of the invention toaid understanding thereof. Exemplary embodiments are discussed in theDetailed Description, and further description of the invention isprovided there. Many of the advantages offered by the variousembodiments of the present invention may further be understood byexamining this specification.

Advantages to this disclosure over alternatives include 1) structuredformat and coding system for prima facie visual identification of theintended function, instruction or statement, 2) documentation of userdetails and additional notes, services, payment methods or content, 3)documentation through the use of audit trails and confirmations of useractivities, 4) short form codes are specifically adapted for use inspace-constrained environments, 5) tracking and measurement of codedreferences can be done with precision and specificity, 6) long processesand instructions can be reduced to short coded references andidentifiers, 7) user preferences or settings for long processes orinstructions can be reduced to short coded references and identifiers,8) short coded references and identifiers of a log process andinstructions can be compared to a standard or to a user, or group's,indicated preferences and 9) insertion and documentation of messagingwithin an existing workflow to demonstrate an affiliation, refer toadditional information or further instruction.

The aspects of the disclosed embodiments are directed to a computerprogram product for monitoring compliance of an electronic communicationwith a compliance policy includes non-transitory computer readable codemeans, the non-transitory computer readable code means when executed bya processor device, being configured to detect the electroniccommunication; identify a keyword in the electronic communication thatis associated with the compliance policy; determine if the electroniccommunication includes a compliance disclosure associated with thecompliance policy; and provide a notification if the electroniccommunication does not include the compliance disclosure.

In one embodiment, the compliance disclosure comprises a compliance URL,the compliance URL comprising a disclosure type code and a target code,and is linked to the compliance policy, the disclosure type code beingselected from a data base of disclosure type codes, the target codebeing specific to the monitored target.

The aspects of the disclosed embodiments are directed to an automatedcomputer detection and monitoring system for monitoring an electroniccommunication of a monitored target for a short instruction or command,the system comprising a controller in communication with a computingdevice, the controller having a memory including programminginstructions that when executed by a processor are configured to causethe controller to: form a short instruction URL comprising a base URLand generating a second portion of said URL by concatenation of a baseURL with the target code, said target code being specific to themonitored target, link said target URL with a predetermined policy,generate a data base of keywords relevant to the target URL and upondetection of an electronic communication by said monitored target thatincludes a keyword from the database of keywords or a target URL togenerate an alert based upon the presence of a designated keyword or ofa target URL or the omission of a designated keyword or target URL,store that alert and sending a notification to program administratorand/or alternative response mechanism.

In one embodiment, a short instruction contained in an electroniccommunication is in the form of a target URL.

In one embodiment, a short instruction contained in an electroniccommunication is in the form of a keyword.

In one embodiment, a short instruction contained in an electroniccommunication is in the form of a target phrase.

In one embodiment, a short instruction contained in an electroniccommunication is in the form of a Hashtag reference.

In one embodiment, a short instruction contained in an electroniccommunication is in the form of an image.

In one embodiment, a short instruction contained in an electroniccommunication is in the form of a coded instruction

In one embodiment, connecting specified accounts to the automatedcomputer detection and monitoring system via application programminginterface or open authorization.

In one embodiment, specific accounts are connected to a program for thepurpose of conforming to a policy and for monitoring of communicationsfrom that specified account.

In one embodiment, specific accounts are connected to a program for thepurpose of conforming to a policy and for measurement of communicationsfrom that specified account.

In one embodiment, a message from a monitored target is attributed to anauthorized account.

In one embodiment, an alert from a monitored target account isattributed to an authorized account.

In one embodiment, a short instruction from a monitored target accountis attributed to an authorized account.

In one embodiment, a specific device or account is attributed to anauthorized account.

In one embodiment, a short instruction is attributed to an authorizedaccount and a specific instruction based upon a pre-existing policy.

In one embodiment, a short instruction is attributed to an authorizedaccount, a specific device and a specific instruction based upon apre-existing policy.

In one embodiment, a short instruction is attributed to an authorizedaccount, a specific function and a specific instruction based upon apre-existing policy.

In one embodiment, a short instruction is initiated by any member of adesignated group.

In one embodiment, a short instruction is initiated by multiple membersof a designated group.

In one embodiment, a short instruction is initiated by all members of adesignated group.

BRIEF DESCRIPTIONS OF THE DRAWINGS

These and other features, aspects and advantages of the presentdisclosure are better understood when the following Detailed Descriptionis read with reference to the accompanying drawings, wherein:

FIG. 1 illustrates item descriptions for the representative diagrams ofexemplary systems of the present disclosure;

FIG. 2 illustrates a block diagram of one embodiment of a StandardDisclosure coding system in accordance with an embodiment of the presentdisclosure;

FIG. 3 illustrates a block diagram of one embodiment of a UniqueDisclosure coding system in accordance with an embodiment of the presentdisclosure;

FIG. 4 illustrates a block diagram of one embodiment of a CampaignDisclosure Admin coding system in accordance with an embodiment of thepresent disclosure;

FIG. 5 illustrates a block diagram of one embodiment of a CampaignDisclosure User coding system in accordance with an embodiment of thepresent disclosure;

FIG. 6 illustrates a block diagram of one embodiment of a FinancialDisclosure coding system in accordance with an embodiment of the presentdisclosure;

FIG. 7 illustrates a block diagram of one embodiment of a Network toDevice coding system in accordance with an embodiment of the presentdisclosure;

FIG. 8 illustrates a block diagram of one embodiment of a Network toCloud to Device coding system in accordance with an embodiment of thepresent disclosure;

FIG. 9 illustrates a block diagram of one embodiment of a Network toCloud to Device coding system in accordance with an embodiment of thepresent disclosure;

FIG. 10 illustrates a block diagram of one embodiment of an Image LoadTracking coding system in accordance with an embodiment of the presentdisclosure;

FIG. 11 illustrates a block diagram of one embodiment of a SafetyWarning coding system in accordance with an embodiment of the presentdisclosure;

FIG. 12 illustrates a block diagram of one embodiment of a Verified IDcoding system in accordance with an embodiment of the presentdisclosure;

FIG. 13 illustrates a block diagram of one embodiment of a Paymentscoding system in accordance with an embodiment of the presentdisclosure;

FIG. 14 illustrates a block diagram of one embodiment of a One ClickLink coding system in accordance with an embodiment of the presentdisclosure;

FIG. 15 illustrates a block diagram of one embodiment of an ImageObfuscation coding system in accordance with an embodiment of thepresent disclosure;

FIG. 16 illustrates a block diagram of one embodiment of an Appendingcoding system in accordance with an embodiment of the presentdisclosure;

FIG. 17 illustrates a block diagram of one embodiment of a PolicyDocumentation coding system in accordance with an embodiment of thepresent disclosure;

FIG. 18 illustrates a block diagram of one embodiment of a PolicyComparison coding system in accordance with an embodiment of the presentdisclosure;

FIG. 19 illustrates a block diagram of one embodiment of a PolicyRepresentation coding system in accordance with an embodiment of thepresent disclosure;

FIG. 20 illustrates a block diagram of one embodiment of an InteractiveAudio/Visual Platform coding system in accordance with an embodiment ofthe present disclosure;

FIG. 21 illustrates a block diagram of one embodiment of an AnnotationsPlatform coding system in accordance with an embodiment of the presentdisclosure;

FIG. 22 illustrates a block diagram of one embodiment of an InterstitialPlatform coding system in accordance with an embodiment of the presentdisclosure;

FIG. 23 illustrates a block diagram of one embodiment of an PaymentPlatform coding system in accordance with an embodiment of the presentdisclosure; and

FIG. 24 illustrates a block diagram of one embodiment of a DisclosurePlatform coding system in accordance with an embodiment of the presentdisclosure.

DETAILED DESCRIPTION

Embodiments of the present disclosure comprise methods and systems forcreating and managing short form messages and instructions to documentand identify specific instructions, preferences and processes. Theembodiments of the present disclosure provide a standardized frameworkfor coding and messaging preferences, affiliations and instructions aswell as the documentation, tracking and monitoring of those codedreferences.

The following description is merely exemplary in nature and is notintended to limit the present disclosure, application, or uses.

The present disclosure now will be described more fully hereinafter withreference to the accompanying drawings, which form a part hereof, andwhich show, by way of illustration, specific exemplary embodiments bywhich the disclosure may be practiced. This disclosure may, however, beembodied in many different forms and should not be construed as limitedto the embodiments set forth herein; rather, these embodiments areprovided so that this disclosure will be thorough and complete, and willfully convey the scope of the disclosure to those skilled in the art.Among other things, the present disclosure may be embodied as methods ordevices. Accordingly, the present disclosure may take the form of anentirely software embodiment, an entirely hardware embodiment or anembodiment combining software and hardware aspects. The followingdetailed description is, therefore, not to be taken in a limiting sense.Briefly stated, aspects of the present disclosure are directed towardsenabling access to a network resource in a shortened URL or DescriptiveCoded Instruction that follows a defined and structured standardizedframework. Although the disclosure is not so limited, an exemplaryembodiment is described below in terms of communicating a shortened URLfrom a device to another device and that determines a corresponding fullURL or instruction and directs an access request to the full URL,instruction or designated content/process.

Further, while the following disclosure is made with respect to thedelivery of disclosures and instructions, it should be understood thatthe systems and methods disclosed herein could also be used for deliveryof media in any media content type, for example, audio, music, datafiles, web pages, etc. and for delivery and documentation of processesor instructions for methods operating on related or independentplatforms on the same servers, alternate servers, alternate devices orin the cloud. Additionally, throughout this disclosure, reference ismade to data, information, programs, media, assets, video data, etc.,however, it will be readily apparent to persons of ordinary skill in theart that these terms are substantially equivalent in reference to theexample systems and/or methods disclosed herein.

FIGS. 1-24 illustrate multiple embodiments of the present disclosure.However, not all of the components illustrated in the figures may berequired to practice the disclosure, and variations in the arrangementand type of the components may be made without departing from the spiritor scope of the disclosure.

The system and method shown in FIGS. 2-24 and the present disclosurecomprises multiple client devices. These devices may include virtuallyany computing device capable of receiving and sending a message over anetwork, to and from another computing device, such as server, eachother, and the like. The set of such devices may include devices thatare usually considered limited capability devices or specializeddevices, such as mobile devices that typically connect using a wirelesscommunications medium such as cell phones, smart phones, pagers, walkietalkies, radio frequency (RF) devices, infrared (IR) devices, CBs,navigation devices, integrated devices combining one or more of thepreceding devices, or virtually any mobile device, and the like.Similarly, client devices may be any device that is capable ofconnecting using a wired or wireless communication medium such as apersonal digital assistant (PDA), POCKET PC, wearable computer,networked home appliances, cloud and social networks, and any otherdevice that is equipped to communicate over a wired and/or wirelesscommunication medium. The set of such devices may also include devicesthat are usually considered general purpose devices and often connectusing a wired communications medium such as personal computers,multiprocessor systems, microprocessor-based or programmable consumerelectronics, network PCs, and the like.

Each client device within client devices includes a user interface thattypically enables a user to control settings, and to instruct the clientdevice to perform operations. Each client device also includes acommunication interface that enables the client device to send andreceive messages from another computing device employing the same or adifferent communication mode, including, but not limited to shortmessage service (SMS) messaging, multi-media message service (MMS)messaging, email, instant messaging (IM), internet relay chat (IRC),MardamBey's internet relay chat (mIRC), Jabber, and the like. Clientdevices may be further configured with a browser application that isconfigured to receive and to send web pages, web-based messages, and thelike. The browser application may be configured to receive and displaygraphics, text, multimedia, and the like, employing virtually any webbased language, including, but not limited to Standard GeneralizedMarkup Language (SGML), HyperText Markup Language (HTML), ExtensibleHyperText Markup Language (xHTML), Extensible Markup Language (XML), awireless application protocol (WAP), a Handheld Device Markup Language(HDML), such as Wireless Markup Language (WML), WMLScript, JavaScript,and the like.

Unlike a generic URL shortener which does not give the reader anindication of the location or nature of the content until after the linkis clicked or expanded, the present disclosure creates a URL orDescriptive Coded Instruction that is prima facie identifiable uponhuman reading and provides a machine readable set of instructions foridentification and further instruction. In FIG. 4 , Coding Structure, byreading Descriptive URL 2, determine the Disclosure/Instruction Type 27,and may also include further information from Unique ID 8, Ticker Symbol17, or other identifier. A viewer or reader can determine the nature ofa connection or opportunity before clicking a hyperlink or takingfurther action.

Embodiments of the present disclosure comprise methods and systems forindicating and documenting associations using visually descriptiveand/or identifiable instructions and a standardized framework of codedinstructions.

Members of social networks maintain blog, microblog and social networkaccounts. Advertisers and their agencies conduct word of mouth andinfluencer marketing campaigns which leverage the power of socialnetworks by contacting influential members of these communities andprovide them with gifts, samples and payments for review and comments.There has been an increase in regulation in this space and, as a result,influencers and marketers are required to clearly disclose materialconnections of these relationships. One requirement for disclosure isthat it applies to all communications, including short form microblogs.The challenge that is presented is that short form messages are by theirnature text based and short in length (140-160 characters) which makesit difficult to include a valid disclosure to indicate the nature of therelationship, as required.

Therefore, the present disclosure addresses this challenge by using acoding system, interstitial messaging and/or a system of icons or badgesthat are readable and/or represent a disclosure or instruction that isprima facie human readable as a clear disclosure, and follows astructured and standardized coding framework which clearly indicates thespecific nature of the disclosure or instruction upon reading orvisually seeing the representation of the present disclosure.

In another embodiment, the nature of the disclosure or instruction underthe present disclosure is clear to a human or machine reader beforeclicking a hyperlink or taking further action to obtain additionalinformation. The prima facie nature of the disclosure or instruction initself may constitute a full disclosure or instruction without anyfurther interaction. Furthermore, the present disclosure may includeunique information in a coded framework that specifically identifies theuser and the instruction contained therein.

In another embodiment, the present disclosure may insert a disclosure orother messaging in a visual display that precedes the redirect of a URLrequest in order to present that message to the user for the purposes ofmaking a statement, disclosure or other notice.

In another example embodiment, the present disclosure relates to humanand machine-readable standardized shortened codes and or icons/badgesthat are visually identifiable as clear instructions and indications oflonger form instructions, commands and disclosures.

In another example embodiment, the present disclosure relates to thehandling of general and specific disclosures and statements of users forpublic and/or private reference.

In another example embodiment, multiple or various embodiments of thepresent disclosure may be combined. Uses of the present disclosure canbe modified, expanded, qualified or customized for specific user usecases or to initiate other requests, instructions or processes.

In another embodiment, a designated URL or Descriptive Coded Instructioncan be used to identify a specific content selection as a disclosure orstatement. Inclusion on a coded reference in the standardized format ata designated location can indicate that a disclosure has been made. Thepresence of that certain code in a designated location can triggeralerts or syndication of that content using a method, process orinstruction that has been designated. Alerts and syndication can beconnected to all uses or to specific user and/or embodiments.

In another embodiment, a visual display, badge or link can be used toprovide additional messages, warnings, information or documentation withregard to the content that appears in an electronic message or posting.This display can clearly indicate to a viewer or reader that there isadditional information available and point the user to that informationdirectly through the use of hyperlinks, mouseover, annotation,interstitial messaging or additional display. The placement and use ofthe element can be tracked and documented in an audit trail, electronicrecord or report for measurement and to confirm compliance and presenceof required messaging alongside the designated content. In addition, thecontent may be updated, located or recalled at a later time shouldrevisions or updates be necessary.

In another embodiment, the present disclosure may be used to include astatement, disclosure or additional information within aspace-constrained platform through the use of a coded URL or DescriptiveCoded Instruction framework which indicates prima facie that additionalinformation is available which relates to the content of that message,and which provides a hyperlink mouseover, annotation, interstitialmessaging or additional display to that additional information.

In another embodiment, a coded instruction can be used to indicate thata disclosure of connection, rules, or additional content is available.The prima facie structure of the present disclosure serves as notice ofadditional content or qualifications, and provides a direct hyperlink toobtain that additional information. Furthermore, the coded instructionand hyperlink, mouseover, annotation, interstitial messaging oradditional display may be embodied in a URL, visual element, icon, badgeor other mechanism.

In another embodiment, a Descriptive Coded Instruction may be a URL,Shortened URL, code, visual display or other designated symbol orcharacter.

FIG. 1 includes references to item descriptions for example embodiments.These item descriptions and embodiments are provided so that thisdisclosure will be thorough and complete, and will fully convey thescope of the disclosure to those skilled in the art. Additionally,reference is made to items and descriptions including data, information,programs, media, assets, video data, etc., however, it will be readilyapparent to persons of ordinary skill in the art that these terms aresubstantially equivalent in reference to the example systems and/ormethods disclosed herein.

In another embodiment, the present disclosure may use coding thatfollows a standardized framework that provides for a numbered orsymbol-based format wherein each number or symbol relates to a specificDisclosure/Instruction Type 27.

In another embodiment, the present disclosure may use a number or symbolthat follows a given Descriptive Coded Instruction 2 or designatedstructured format that indicates a specific Disclosure/Instruction Type27 conforming to a standard and is therefore readable and identifiableby human and machine reading.

In another embodiment, the present disclosure may further qualify aDescriptive Coded Instruction 2 that follows the general standard formatby adding a Unique ID 8 or Ticker Symbol 17.

In another embodiment, the present disclosure may use a number or symboland that number or symbol's specific placement or structure to indicatea specific preference or instruction based upon confirmation to astandard, and is therefore readable and identifiable by human andmachine reading.

In another embodiment, the present disclosure may use a designated orrandomized number, symbol or Unique ID 8 to identify a specific user,process or instruction.

In another embodiment, the present disclosure enables users to makestatements, disclosures or include additional information inspace-constrained platforms and to include those statements directly inthe body of that content, clearly identifiable by reading or seeing thecoded framework, with the ability to hyperlink to additional content,information or description. This is significant in that many of thedetails that are required to give messages context or definition cannotbe included in messages in full text due to the space constraints ofthese platforms, but in many cases this additional information isrequired and relevant to the content that is being created and shared.

In another embodiment, the user can self-declare a disclosure. The userselects from a choice of Disclosure/Instruction Types 27 in theframework and uses a standardized disclosure code to indicate the statusof a material connection. A designated Descriptive Coded Instruction 2or Universal Resource Locator (URL) is used to represent a materialconnection and make the required disclosure. The short URL isidentifiable prima facie as it follows the specified standardizedframework.

In another embodiment, the user can self-declare a unique disclosure.The user must login or create an account, select a standard disclosurein the framework and then may add relevant notes or information toqualify the specific disclosure or status of a material connection. Thedisclosure that is created includes a Unique ID 8 that is identifiableand trackable to the Disclosure/Instruction Type 27, User ID 100 andnotes that have been indicated. A Descriptive Coded Instruction 2represents a material connection and includes a unique ID that links toadditional content and/or details and is identifiable, trackable andidentifiable to a specific user or use case.

In another embodiment, the present disclosure uses number or symbolreferences to specific disclosure statements. For example, the followingcoding framework indicates relevant disclosures utilizing the presentdisclosure:

-   -   http://domain-name/User_ID; or    -   http://domain-name/Type; or    -   http://domain-name/Type/User_ID; or    -   http://domain-name/Type/Campaign_ID    -   http://domain-name/Type/TICK    -   http://domain-name/TICK

Upon reading the given URL based statement of the present disclosure,the human or machine reader can infer the nature of the statement fromthe prima facie domain name. In another embodiment, the nature of thedisclosure from the given Type that is represented in the statement. Inanother embodiment, the user ID indicates the specific user, policy,statement or additional information is available or referenced. GivenURL examples are merely exemplary, and order, format or structure maychange.

FIG. 24 illustrates a sample structure of a shortened URL in thestandardized framework as follows:

-   -   http://domain-name/Type; or    -   http://domain-name/Type/User_ID; or    -   http://domain-name/Type/Campaign_ID

Where Type is a single character or multiple character reference to aspecific type and User_ID and/or Campaign_ID are a single character ormultiple character reference identifiable to a specific user orinstance. Character may refer to alphabetic, alphanumeric, full ASCII256 8-bit combinations or symbol references.

Another sample structure of a shortened URL in the standardizedframework is as follows:

-   -   http://domain-name/Type/Company_ID; or    -   http://domain-name/Unique_Code; or

Where Type is a single character or multiple character reference to aspecific type and Company_ID and/or Unique_Code are a single characteror multiple character reference identifiable to a specific user orinstance.

In another embodiment, (FIG. 5 ) an advertiser can invite a user into aprogram that has been pre-populated. In this case, the administratorpre-selects a disclosure from the standardized framework, adds notes,process, policy and best practice instructions to be shared with anindividual or group of users. The administrator can then invite users tojoin their pre-selected disclosure in order to participate in amarketing program. When the user follows the given invitation hyperlink,they are presented with the details of the pre-selected disclosurestatement. When the user accepts the pre-selected terms, a uniquedisclosure code is generated for that user under the terms of thatspecific disclosure. In addition, all of the steps of creating thedisclosure are documented in an audit trail and all of the acceptedusers are visible to the administrator of that disclosure.

In other embodiments, (FIGS. 7, 8, 9 ) a Designated Coded Instruction 27can be implemented to schedule or trigger an action or process on aspecific device directly or through a network, cloud or server. Thisfunction can validate the requestor, identify the content or nature ofthe instruction or process desired, represent the user account, andenable content to be requested and or shared between multiple platformsincluding social networks, mobile devices, CPUs, servers, connecteddevices and networks.

In another embodiment, a specific channel or user account can bemonitored for instructions that can be verified as initiated by a givenuser based upon the device or user profile that initiates the request.The coding framework of the present disclosure allows for codedreferences to embody user information and specific instructions that canbe monitored and interpreted as instructions for further processing.

In another embodiment, a badge, icon or visual display image can be usedto represent a material connection, relationship or instruction. Theimage representation can correspond to a standard disclosure, or to aunique standard disclosure. The badge can be used in addition to thedisplay of the Distinctive Coded Instruction/URL or the URL may beincorporated into the coding of the image and the display method.

In another embodiment, (FIG. 12 ) the present disclosure may be used toverify that a given communication is representative of a specificentity. A visual display or designated coded link can provide visualverification and can hyperlink to more information and additionalverification. By following the coding framework of the presentdisclosure, all uses can be tracked and uniquely identifiable.

In another embodiment, (FIG. 14 ), a user can identify a specificdestination for the shortened URL redirect. Unlike a generic URLshortener, the present disclosure creates a URL that is prima facieidentifiable as a disclosure and then redirects traffic to a designatedlocation for content. The reader is alerted to a material connectionupon seeing the link, and then follows that link to access the desiredcontent. Analytics measurement can be triggered upon redirect to provideadditional tracking, reporting and feedback.

In another embodiment, (FIG. 16 ), the present disclosure mayautomatically append a message sent from a designated user account witha coded URL indicating that additional information or disclosures areavailable and providing a hyperlink to that additional information.

In another embodiment, (FIG. 17 ), a Descriptive Coded Instruction orstructured URL instruction can be used to indicate the nature of apolicy or long form document that has been coded to be set to astandardized framework. Each digit in a coding framework can bestructured to represent a specific attribute of the underlying policy ordocument.

In another embodiment, (FIG. 17 ), a Descriptive Coded Instruction orstructured URL that indicates the nature or contents of a longer policy,document or instruction can incorporate specific references to thelonger policy, instruction or document by following a specific codingstructure wherein the specific placement of a particular number, symbolor character indicates the type of content in the longer policy,instruction or document that is being referenced and the specificnumber, symbol or character used in that specific order in the codingstructure refers to a specific measure, level, instruction, reference,access or permission as measured against a standard or representation ofthe longer instruction in short form so as to be readable andunderstandable by human or machine reading.

In another embodiment, (FIG. 18 ), a Descriptive Coded Instruction orstructured URL that indicates the nature or contents of a longer policyor document can be machine readable to interpret or understand the longform document and make representations based upon that reading. Thesereadings might be used to compare the long form document format,contents or parameters against a personal user's preferences or adesignated group's preferences. Furthermore, these readings might beused to enable user choice or preferences based upon the representationsof the contents of the long form document.

In another embodiment, (FIG. 19 ), a Descriptive Coded Instruction orstructured URL that indicates the nature or contents of a longer policyor document can be machine readable to interpret or understand the longform document and make representations based upon that reading. Thesemight include displaying the format, contents or parameters of the longform document in a visual display of the policy or document termsagainst a standards based template.

It should be noted that the names used herein, including, for example,“CMPLY,” “CMP.ly,” and “Disclosure,” are merely illustrative, and anysuitable terms may be used to label the entities described herein andillustrated in FIGS. 1-24 .

It will also be understood that the foregoing is only illustrative ofthe principles of the disclosure, and that various modifications can bemade by those skilled in the art without departing from the scope andspirit of the disclosure.

In another embodiment, (FIG. 2 ) Standard Disclosure, a DescriptiveCoded Instruction 2, is used to indicate the presence of an associationor instruction. Upon following the given Descriptive Coded Instruction27, the Server 10, uses a Parsing Engine 29 to determine the appropriateDisclosure/Instruction Type 27, based upon the Descriptive CodedInstruction 27 and links to a display of the Display Full Disclosure 28.

In another embodiment, (FIG. 3 ) Unique Disclosure, a Descriptive CodedInstruction 2, is used to indicate the presence of an association orinstruction. Upon following the given Descriptive Coded Instruction 27,the Server 10, uses a Parsing Engine 29 to determine the appropriateDisclosure/Instruction Type 27, based upon the Descriptive CodedInstruction 27, and the Unique ID 8 and then links to a display of theDisplay Full Disclosure 28 with notes associated to Unique ID 8.

In another embodiment, (FIG. 4 ) Campaign Disclosure Administrator, UserAdministrator 101 logs into the system with an Admin Login 105, selectsa Disclosure/Instruction Type 27, Enters a Brand Name 60, Campaign Name61, Notes 62 and/or Policy 63 and submits to the Server 10. The Server10 creates an Invitation and documents User Administrator 101 actionswithin the system in the Audit Trail 34, Tracking Engine 33 and/orReporting Engine 37.

In another embodiment, (FIG. 5 ) Campaign Disclosure, the User 100receives an Invitation 64 and uses a User Login 104 to access thesystem. User 100 reviews Policy 63 and Notes 62 and indicates acceptanceof terms with Disclosure Accept 106 to join campaign. Server 10 issues aDescriptive Coded Instruction 2 that is unique to campaign and/or User100 and documents User 100 actions within the system in the Audit Trail34, Tracking Engine 33 and/or Reporting Engine 37.

In another embodiment, (FIG. 6 ) Financial, User Administrator 101,issues a Social Media Update 9 including a Descriptive Coded Instruction2 comprising of a Disclosure/Instruction Type 27 and a Ticker Symbol 17within the specified coded framework. The Server 10 monitors for theSocial Media Update 9 from User Administrator 101 that includesDescriptive Coded Instruction 2 and a) provides a redirect hyperlinkusing a Redirect Engine 32, Analytics Engine 30 (for measurement andtracking) and Reporting Engine 37 to deliver a Designated Page URL 26and b) the Syndication Engine 36, may issue alerts or furthersyndication using RSS Feed 50, Alerts Engine 51, SMS Engine 52, or EmailEngine 53.

In another embodiment, (FIG. 7 ) Network to Device, a given device ornetwork interface such as Mobile 11, Social Network 20, CPU 12, Tablet13 or Wireless Device 14, may send a Descriptive Coded Instruction 2 tothe Server 10 which then machine reads, verifies and interprets theinstruction and relays an instruction to the Content Delivery Engine 70that, in turn, pushes designated Content 71 to a designated user ordevice such as Mobile 11, Social Network 20, CPU 12, Tablet 13 orWireless Device 14.

In another embodiment, (FIG. 8 ) Network to Cloud to Device, a givendevice or network interface such as Mobile 11, Social Network 20, CPU12, Tablet 13 or Wireless Device 14, may send a Descriptive CodedInstruction 2 to the Server 10 which then machine reads, verifies andinterprets the instruction and relays an instruction to the ContentDelivery Engine 70 that, in turn, relays a request to a resource in theCloud 21 which pushes designated Content 71 to a designated user ordevice such as Mobile 11, Social Network 20, CPU 12, Tablet 13 orWireless Device 14.

In another embodiment, (FIG. 9 ) Network to Cloud, a given device ornetwork interface such as Mobile 11, Social Network 20, CPU 12, Tablet13 or Wireless Device 14, may send a Descriptive Coded Instruction 2 tothe Server 10 which then machine reads, verifies and interprets theinstruction and relays an instruction to the Content Delivery Engine 70that, in turn, relays a request or instruction to a resource in theCloud 21.

In another embodiment, (FIG. 10 ) Image Load Tracking, a Unique ID 8 iscreated for an image (Visual Display Badge 3) that is to appear on aclient website. This unique ID is associated with the a. selected imageand b. domain of the client. This associated information is stored in adatabase on the Server 10. Users of a client's website request the imageby viewing a page on the client's site which initiates a request to aURL containing the unique ID of the client that is a pointing to animage extension. The URL is a then received by the Server 10, and isparsed by the Parsing Engine 29 to read for the client ID and clientwebsite referral. This information is then matched against the collectedclient information in the database on the Server 10 to serve adesignated display image.

In another embodiment, (FIG. 11 ) Image Obfuscation, a Unique ID 8 iscreated for an image (Visual Display Badge 3) that is to appear on aclient website. This unique ID is associated with the a. selected imageand b. domain of the client. This associated information is stored in adatabase on the Server 10. Users of a client's website request the imageby viewing a page on the client's site which initiates a request to aURL containing the unique ID of the client that is a pointing to animage extension. The URL is a then received by the Server 10, and isparsed by the Parsing Engine 29 to read for the client ID and clientwebsite referral. This information is then matched against the collectedclient information in the database on the Server 10. If correct, theserver will then write the client's user the Appropriate Image 56. Ifincorrect, the server will then write the client's user a Warning Image57. All images are written via server path to an original image that isoutside the root public folder. This stops direct linking to files asthe true path to the image is never displayed and is thereforeunlinkable via the web.

In another embodiment, (FIG. 12 ) Verified ID, a User 100, initiates aWeb Site Request 114, which, in turn, requests a script including anImage ID 110. This Image ID includes a URL with an embedded User ID 111and an image file extension request or a Substitute Pixel 24. Thisrequest is received by Server 10, and processed by the Parsing Engine29, which determines the Disclosure/Instruction Type 27, and checks theVerification Engine 31, which includes confirmation of User ID 111 andCampaign ID 112. Verification is sent to the Image Server 113 and thenan image is served based upon the status of verification. If the user isnot verified, a warning image 116 is served. If the user is verified, aVerified Image 115 is served to verify the identity of the campaign oradmin user, and a Hyperlink 22 to further verification is provided.

In another embodiment, (FIG. 13 ) Payment for Content, a user device orplatform (Mobile 11, Social Network 20, CPU 12, Tablet 13, WirelessDevice 14) initiates a Short Instruction 6 which follows a codedstandardized framework. The Short Instruction is received by Server 10,where the user is verified, the instruction is machine read and themessage in interpreted. Server then sends an instruction to the PaymentEngine 126 which returns a Payment Confirmation 121, and initiates arequest for Content 71 to be delivered to a user device or platform(Mobile 11, Social Network 20, CPU 12, Tablet 13, Wireless Device 14).

In another embodiment, (FIG. 14 ) One Click Link, a Descriptive CodedInstruction 2 or URL is used to reach Server 10 and the request isparsed by the Parsing Engine 29. The Parsing Engine interprets theDisclosure/Instruction Type 27 and checks for a Disclosure Validation128 confirming that the Referred Designated URL 26 page has a validdisclosure. Referral is documented in the Documentation Engine 58 and inthe Analytics Engine 30 for measurement and reporting.

In another embodiment, (FIG. 15 ) Safety Warning, a User 100, initiatesa Web Site Request 114, which, in turn, requests a script including anImage ID 110. This Image ID includes a URL with an embedded User ID 111and an image file extension request or a Substitute Pixel 24. Thisrequest is received by Server 10, and processed by the Parsing Engine29, which determines the Disclosure/Instruction Type 27, and checks theVerification Engine 31, which includes confirmation of User ID 111 andCampaign ID 112. Verification is sent to the Image Server 113 and thenan image is served which includes the relevant safety warnings andhyperlinks that are stored in the database for that campaign and aHyperlink 22 to additional information is provided. Loading of safetyimage and confirmed location is reported back to the DocumentationEngine 58.

In another embodiment, (FIG. 16 ) Appending, a Social Media Update 9, issent on a designated account. The Monitoring Engine 38 monitorsdesignated accounts for updates and notifies Server 10 when a message issent from a designated account that is either 1) originated from thataccount, 2) originates from that account with a specific identifier or3) mentions a code, keyword or symbol that is recognized by the Server.As a result, the database issues a designated Descriptive CodedInstruction 2 or URL which is then appended to the body or annotationsof the Social Media Update 122.

In another embodiment, (FIG. 17 ) Policy Documentation, a Policy 63 orlong form document is interpreted through a Policy Encoder 127 eithermanually or electronically. The Policy Encoder provides a method torepresent the contents of long form documents in a short formrepresentation. Each specific statement or quality in the document isrepresented as a character or symbol in the coded framework and isrepresented as a specific grouping of symbols. Each representation ismade in a specific placement within the Descriptive Coded Instruction 2based upon a standard which is represented as characters 1-7 in FIG. 17141-147.

In another embodiment, (FIG. 18 ) Policy Comparison, a Descriptive CodedInstruction 2 is received by Server 10 and the Parsing Engine 29 parsesthe instruction of characters with a specific placement within theDescriptive Coded Instruction 2 based upon a standard which isrepresented as characters 1-7 in FIG. 17 141-147. These characters arethen compared to Preferences represented as Pref 1-7 in FIG. 17 161-167.The Comparison Engine 150, compares the Characters 141-147 to thePreferences 161-167 and generates a Descriptive Comparison 151.

In another embodiment, (FIG. 19 ) Policy Representation, a DescriptiveCoded Instruction 2 is received by Server 10 and the Parsing Engine 29parses the instruction of characters with a specific placement withinthe Descriptive Coded Instruction 2 based upon a standard which isrepresented as characters 1-7 in FIG. 17 141-147. These characters arethen represented as Visual Representations 1-7 in FIG. 17 171-177 andgenerates a Descriptive Visual Representation 125 which can be formattedfor viewing on the internet in a browser, on mobile or in a coded orother readable format.

In another embodiment, (FIG. 20 ) Content AV, a given device or networkinterface such as Mobile 11, Social Network 20, CPU 12, Tablet 13 orWireless Device 14, may send a Descriptive Coded Instruction 2 to theServer 10 which then machine reads, verifies and interprets theinstruction and relays an instruction to the Content Delivery Engine 70that, in turn, relays a request or instruction to a resource in theCloud 21. The Cloud then routes the request to a given user account, settop box or device represented in FIG. 20 as AV Device 123.

In another embodiment, (FIG. 21 ) Annotations, a Social Media Update 9,is sent on a designated account. The Annotations Engine 126 monitorsdesignated accounts for updates and notifies Server 10 when a message issent from a designated account that is either 1) originated from thataccount, 2) originates from that account with a specific identifier or3) mentions a code, keyword or symbol that is recognized by the Server.As a result, the database issues a designated Descriptive CodedInstruction 2 or URL which is then appended to the body or annotationsof the Social Media Update 122. Metadata for the coded instruction maybe filed in annotations, as opposed to existing entirely in the body ofthe message.

In another embodiment, (FIG. 22 ) One Click Link, a Descriptive CodedInstruction 2 or URL is used to reach Server 10 and the request isparsed by the Parsing Engine 29. The Parsing Engine interprets theDisclosure/Instruction Type 27 and checks for a Display InterstitialDisclosure 139 which is displayed before the referral is passed throughto the Designated URL 26. Referral is documented in the DocumentationEngine 58 for measurement and reporting.

In another embodiment, (FIG. 23 ) Payment, a user device or platform(Mobile 11, Social Network 20, CPU 12, Tablet 13, Wireless Device 14)initiates a Short Instruction 6 which follows a coded standardizedframework. The Short Instruction is received by Server 10, where theuser is verified, the instruction is machine read and the message ininterpreted. Server then sends an instruction to the Payment Engine 126which returns a Payment Confirmation 121, and initiates a request toCloud 21 to deliver the instruction to a user 735 device or platform(Mobile 11, Social Network 20, CPU 12, Tablet 13, Wireless Device 14).

Reference should be had to the claims which define the scope of theinvention.

The invention claimed is:
 1. An automated computer detection andmonitoring system for monitoring an electronic communication of amonitored target for a presence of an instruction, the system comprisinga controller in communication with a computing device, the controllerhaving a memory including programming instructions that when executed bya processor are configured to cause the controller to: form aninstruction URL comprising a instruction type code and a target code by:generating a first portion of the instruction URL by concatenation of abase URL plus the instruction type code, said instruction type codebeing selected from a data base of instruction type codes; generating asecond portion of said instruction URL by concatenation of the firstportion with the target code, said target code being specific to themonitored target, link said instruction URL with a predeterminedinstruction policy, generate a data base of keywords relevant to theinstruction type code, said keywords being monitored for theirappearance in the electronic communication, and monitor electroniccommunications of said monitored target for said keywords; and upondetection of an electronic communication by said monitored target thatincludes a keyword from the database of keywords, verify that thedetected electronic communication includes the instruction URL with theinstruction type code relevant to the detected keyword, and execute aninstruction corresponding to the instruction type code.
 2. The system ofclaim 1, wherein the electronic communication is communicated over anInternet based communication platform.
 3. The system of claim 2, whereinthe Internet based communication platform is a website, a socialnetwork, an electronic blog or a product promotion service.
 4. Thesystem of claim 1, wherein the electronic communication is a text,audio, music or multi-media communication data file.
 5. The system ofclaim 1, wherein the instruction URL includes a graphical symbol thatidentifies the predetermined instruction policy.
 6. The system of claim1, wherein the instruction URL is a badge, a banner, and icon or amouseover hyperlink.
 7. The system of claim 1, wherein the instructionURL is a short form resource identifier and selection of the short formresource identifier is a re-direction to the instruction policy.
 8. Thesystem of claim 1, wherein the instruction URL is a prima facieidentifier identifying a payment instruction to deliver a payment to thetarget.
 9. The system of claim 1, wherein the controller is configuredto automatically add the instruction URL with the instruction type coderelevant to the detected keyword to the detected electroniccommunication.
 10. The system according to claim 1, wherein theexecution of the programming instructions by the processor areconfigured to cause the controller to: verify a user associated with theinstruction URL; identify the instruction type code as a paymentinstruction; send a payment instruction to a payment engine; receive apayment confirmation; and initiate a request to deliver the paymentinstruction to a device of the user.
 11. A method of monitoring ofelectronic communications of a target on an electronic communicationsnetwork comprising: monitoring an electronic communication attributed tothe target; and detecting a keyword in the electronic communication thatmatches at least one keyword from a data base of selected keywords, thekeyword being associated with one or more instruction policies;identifying an instruction type code stored in a data base ofinstruction type codes associated with the detected keyword, andverifying that the electronic communication includes a link to aninstruction policy associated with the identified instruction type code;and execute an instruction associated with the identified instructiontype code.
 12. The method of claim 11, wherein the instruction type codeis associated with a instruction URL comprising concatenation of a baseURL plus an instruction type code, and the method includes linking theinstruction URL with the one or more instruction policies.
 13. Themethod of claim 12, comprising forming the instruction URL into agraphical symbol that identifies and links to the one or moreinstruction policies.
 14. The method of claim 13, wherein the graphicalsymbol is an icon, badge, banner or mouseover hyperlink.
 15. The methodof claim 12, comprising automatically associating the instruction URLassociated with the identified instruction type code with the detectedelectronic communication upon detection of the keyword.
 16. The methodof claim 11, comprising storing instruction data associated with theelectronic communication.
 17. The method of claim 11, comprisingflagging an electronic communication having a detected keyword without alink to an instruction policy.
 18. The method of claim 11, wherein theelectronic communication is communicated over an Internet basedcommunication platform.
 19. The method of claim 11, wherein the methodis embodied in the form of non-transient computer readable code meansstored in a computer program product.